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SPDR Portfolio S&P 400 Mid Cap ETF

428 hedge funds and large institutions have $6.42B invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2022 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 158 increasing their positions, 144 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
Holders Change
+47
Holders Change %
+12.34%
% of All Funds
6.91%
Holding in Top 10
32
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+33.33%
% of All Funds
0.52%
New
77
Increased
158
Reduced
144
Closed
21
Calls
$1.64M
Puts
Net Calls
+$1.64M
Net Calls Change
+$1.39M
Name Holding Trade Value Shares
Change
Shares
Change %
MCWS
176
McKinley Carter Wealth Services
West Virginia
$1.09M -$54.2K -1,275 -5%
FWM
177
Fingerlakes Wealth Management
New York
$1.08M -$26.9K -634 -2%
KWM
178
Kingsview Wealth Management
Oregon
$1.08M +$35.1K +825 +3%
KF
179
Krilogy Financial
Missouri
$1.04M +$1.04M +24,520 New
WP
180
WealthPLAN Partners
Nebraska
$1.02M +$1.02M +21,717 New
WIM
181
WealthPlan Investment Management
Nebraska
$1.02M -$122K -2,603 -11%
WSTAM
182
Wilbanks Smith & Thomas Asset Management
Virginia
$995K -$531K -12,489 -35%
MWAM
183
Manhattan West Asset Management
California
$988K +$317K +7,458 +47%
FC
184
Financial Consulate
Maryland
$983K -$32.4K -763 -3%
BWFA
185
Baltimore-Washington Financial Advisors
Maryland
$980K -$279K -6,567 -22%
CCFCSB
186
Cape Cod Five Cents Savings Bank
Massachusetts
$972K +$739K +17,379 +316%
FMN
187
Financial Management Network
California
$971K -$15.1K -351 -2%
KLI
188
Kelman-Lazarov Inc
Tennessee
$970K +$970K +22,830 New
FPWM
189
FSB Premier Wealth Management
Iowa
$970K -$17.1K -402 -2%
FLPIM
190
F.L. Putnam Investment Management
Massachusetts
$965K +$137K +3,212 +16%
WPC
191
Wedmont Private Capital
Pennsylvania
$961K -$10K -230 -1%
WJWM
192
Williams Jones Wealth Management
New York
$936K
WMR
193
Wealth Management Resources
Rhode Island
$935K +$55.9K +1,316 +6%
DA
194
Detalus Advisors
Missouri
$896K -$427K -10,039 -32%
PWA
195
PCG Wealth Advisors
Kansas
$889K -$692K -16,279 -44%
FC
196
Forte Capital
New York
$873K -$13.9K -326 -2%
SIAP
197
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$870K +$65.2K +1,535 +8%
Renaissance Technologies
198
Renaissance Technologies
New York
$846K +$162K +3,800 +24%
FFG
199
Ford Financial Group
California
$832K +$82.5K +1,940 +11%
KWS
200
Keystone Wealth Services
California
$821K +$821K +19,322 New